Computation of amounts
Method of computing and paying amounts
Aug. 14, 1935, ch. 53149 Stat. 621Aug. 10, 1939, ch. 66653 Stat. 136154 Stat. 1231Aug. 10, 1946, ch. 95160 Stat. 991June 14, 1948, ch. 468, § 3(a)62 Stat. 439Aug. 28, 1950, ch. 80964 Stat. 548July 18, 1952, ch. 945, § 8(a)66 Stat. 77867 Stat. 631Sept. 1, 1954, ch. 120668 Stat. 1097Aug. 1, 1956, ch. 83670 Stat. 846Pub. L. 85–840, title V, § 50172 Stat. 1047Pub. L. 86–778, title VI, § 601(c)74 Stat. 989Pub. L. 87–31, § 5(a)75 Stat. 77Pub. L. 87–64, title III, § 303(a)75 Stat. 143Pub. L. 87–543, title I76 Stat. 173Pub. L. 89–97, title I, § 12279 Stat. 353Pub. L. 90–248, title II, § 212(a)81 Stat. 897Pub. L. 92–512, title III, § 301(b)86 Stat. 946Pub. L. 93–64788 Stat. 2349Pub. L. 96–88, title V, § 509(b)93 Stat. 695Pub. L. 97–35, title XXI, § 2184(a)(4)95 Stat. 816Pub. L. 99–603, title I, § 121(b)(4)100 Stat. 3391Pub. L. 103–66, title XIII, § 13741(b)107 Stat. 663Pub. L. 108–271, § 8(b)118 Stat. 814(, title I, § 3, ; , title I, § 102, ; 1940 Reorg. Plan No. III, § 1(a)(1), eff. , 5 F.R. 2107, ; , title V, § 501, ; , ; , title III, pt. 1, § 302(a), pt. 6, § 361(c), (d), , 558; , ; 1953 Reorg. Plan No. 1, §§ 5, 8, eff. , 18 F.R. 2053, ; , title III, § 303, ; , title III, §§ 301, 311(c), 341, , 848, 852; , , ; , (d), , , 990; , (b), , ; , , ; , §§ 101(a)(1), (b)(1), 132(a), , , 179, 193; , title II, § 221(a)(4), title IV, § 401(a), , , 357, 414; , , ; , (d), , , 947; , §§ 3(e)(2), 5(a), , , 2350; , , ; , title XXIII, § 2353(a), , , 871; , , ; , , ; , , .)
Repeal of Section
Pub. L. 92–603, title III, § 303(a)86 Stat. 1484, (b), , , provided that this section is repealed effective , except with respect to Puerto Rico, Guam, and the Virgin Islands.
Editorial Notes
Amendments
Pub. L. 108–2712004—Subsec. (b)(3). substituted “Government Accountability Office” for “General Accounting Office”.
Pub. L. 103–661993—Subsec. (a)(4). substituted “50 percent of the total amounts expended during such quarter as found necessary by the Secretary for the proper and efficient administration of the State plan.” for “the sum of the following proportions of the total amounts expended during such quarter as found necessary by the Secretary of Health and Human Services for the proper and efficient administration of the State plan—
“(A) 75 per centum of so much of such expenditures as are for the training (including both short- and long-term training at educational institutions through grants to such institutions or by direct financial assistance to students enrolled in such institutions) of personnel employed or preparing for employment by the State agency or by the local agency administering the plan in the political subdivision; plus
section 1320b–7(d) of this title“(B) 100 percent of so much of such expenditures as are for the costs of the implementation and operation of the immigration status verification system described in ; plus
“(C) one-half of the remainder of such expenditures.”
Pub. L. 99–6031986—Subsec. (a)(4)(B), (C). added subpar. (B) and redesignated former subpar. (B) as (C).
Pub. L. 97–35, § 2184(a)(4)(A)1981—Subsec. (a)(1). , struck out par. (1) which provided for computation of amount of payments in case of any State other than Puerto Rico, the Virgin Islands, and Guam.
Pub. L. 97–35, § 2184(a)(4)(B)Subsec. (a)(2). , amended par. (2) generally, striking out provisions including as old-age assistance under the State plan expenditures for premiums under part B of subchapter XVIII of this chapter for individuals who are recipients of money payments under such plan and other insurance premiums for medical or any other type of remedial care and increasing amount payable by larger of two specifically computable amounts.
Pub. L. 97–35, § 2184(a)(4)(A)Subsec. (a)(3). , struck out par. (3) which provided for payment, in the case of any State, of an amount equal to the Federal medical percentage of total amounts expended for each quarter as medical assistance for the aged under the State plan, including expenditures for insurance premiums for medical or any other type of remedial care or cost thereof.
Pub. L. 97–35, § 2353(a)(1)(A)section 302 of this titleSubsec. (a)(4). , substituted provision making payments available to any State for provision making payments available to any State whose State plan approved under meets the requirements of subsec. (c)(1) of this section and “Secretary of Health and Human Services” for “Secretary of Health, Education, and Welfare”, inserted provision including within the meaning of training both short and long term training at educational institutions through grants to such institutions or by direct financial assistance to students enrolled in such institutions, and struck out provisions which included in the computation of the amount payable services and provisions which specified what services were includable.
Pub. L. 97–35, § 2353(a)(1)(B)section 302 of this titleSubsec. (a)(5). , struck out par. (5) which provided payment, in the case of any State whose State plan approved under which did not meet the requirements of subsec. (c)(1) of this section, of an amount equal to one-half of the total of the sums expended during such quarter as found necessary by the Secretary for the proper and efficient administration of the State plan.
Pub. L. 97–35, § 2353(a)(2)Subsec. (c). , struck out subsec. (c) which provided for an eligibility requirement in order for a State to qualify for payments under subsec. (a)(4) of this section and prescribed action to be taken by the Secretary upon failure of the State to comply.
Pub. L. 97–35, § 2184(a)(4)(C)Subsec. (d). , struck out subsec. (d) which provided that the amount determined for any State for any quarter which is attributable to expenditures with respect to patients in institutions for mental diseases be paid only to the extent that the State makes a satisfactory showing that the total expenditures in the State from Federal, State, and local sources for mental health services under State and local public health and public welfare programs for such quarter exceed the average of the total expenditures in the State from such sources for such services under such programs for each quarter of fiscal year ending .
Pub. L. 93–647, § 3(e)(2)section 1320b of this title1975—Subsec. (a). , struck out “(subject to )” after “the Secretary of the Treasury shall”.
Pub. L. 93–647, § 5(a)Subsec. (a)(4)(A)(iv). , inserted “(including both short- and long-term training at educational institutions through grants to such institutions or by direct financial assistance to students enrolled in such institutions)” after “training”.
Pub. L. 92–512, § 301(d)section 1320b of this title1972—Subsec. (a). , substituted “shall (subject to ) pay” for “shall pay” in text preceding par. (1).
Pub. L. 92–512, § 301(b)Subsec. (a)(4)(E). , substituted “under conditions which shall be” for “subject to limitations”.
Pub. L. 90–2481968—Subsec. (a)(4)(D). inserted “, except to the extent specified by the Secretary” after “shall” in introductory text to subpar. (D).
Pub. L. 89–97313729351965—Subsec. (a)(1). , §§ 122, 401(a), inserted “premiums under part B of subchapter XVIII of this chapter for individuals who are recipients of money payments under such plan and other” after “expenditures for” in parenthetical phrase appearing in so much of par. (1) as precedes cl. (A); and changed first step of formula for determining Federal payments to States with approved plans for old-age assistance under this subchapter, contained in cl. (A), by providing Federal sharing in ⁄ths of first $37 of the average monthly assistance payment instead of ⁄ths of first $35 of the average monthly assistance payment, extended the application of the Federal percentage in second step of formula to an additional $38 of the State’s average payment, restated formula for second and third steps by striking out cl. (C) and combining such steps in cl. (B) and making provision therein to give recognition to the State’s expenditures for medical care before applying the Federal percentage to remaining expenditures for which Federal participation is available, respectively.
Pub. L. 89–97, § 122Subsec. (a)(2)(A). , inserted “premiums under part B of subchapter XVIII of this chapter for individuals who are recipients of money payments under such plan and other” after “expenditures for” in parenthetical phrase.
Pub. L. 89–97, § 221(a)(4)Subsec. (d). , added subsec. (d).
Pub. L. 87–543, § 132(a)29351962—Subsec. (a)(1). , substituted “⁄” and “$35” for “four-fifths” and “$31”, respectively, in subpar. (A), “$70” for “$66” in subpar. (B), and “$85” and “$70” for “$81” and “$66”, respectively, in subpar. (C).
Pub. L. 87–543, § 132(a)Subsec. (a)(2). , substituted “$37.50” for “$35.50”, in subpar. (A) and “$45” and “$37.50” for “$43” and “$35.50”, respectively, in subpar. (B).
Pub. L. 87–543, § 101(a)(1)section 302 of this titleSubsec. (a)(4). , (b)(1)(A), inserted in opening provisions “whose State plan approved under meets the requirements of subsection (c) of this section” after “any State”, and substituted provisions which increased the Federal share of expenses of administration of State public assistance plans by providing quarterly payments of the sum of 75 per centum of the quarterly expenses for certain prescribed services to help attain and retain capability for self-care, services likely to prevent or reduce dependency, and services appropriate for individuals who were or are likely to become applicants for or recipients of assistance and request such services, and training of State or local public assistance personnel administering such plans and one-half of other administrative expenses for other services, permitted State health or vocational rehabilitation or other appropriate State agencies to furnish such services, except vocational rehabilitation services, and required the determination of the portion of expenses covered by the 75 and 50 per centum provisions in accordance with methods and procedures permitted by the Secretary for former provisions requiring quarterly payments of one-half of quarterly expenses of administration of State plans, including staff services of State or local public assistance agencies to applicants for and recipients of old-age assistance to help them attain self-care.
Pub. L. 87–543, § 101(b)(1)(B)Subsec. (a)(5). , added par. (5).
Pub. L. 87–543, § 101(b)(1)(C)Subsec. (c). , added subsec. (c).
Pub. L. 87–64, § 303(a)(1)1961—Subsec. (a)(1). , substituted “$31” for “$30” in subpar. (A), “$66” for “$65” in subpar. (B), and “$81” for “$80” and “$66” for “$65” in subpar. (C).
Pub. L. 87–31, § 5(a), substituted “$80” and “$15” for “$77” and “$12”, respectively, in subpar. (C).
Pub. L. 87–64, § 303(a)(2)Subsec. (a)(2). , substituted “$35.50” for “$35” in subpar. (A), and “$35.50” for “$35” and “$43” for “$42.50” in subpar. (B).
Pub. L. 87–31, § 5(b), substituted “$42.50” and “$7.50” for “$41” and “$6”, respectively, in subpar. (B).
Pub. L. 86–778, § 601(c)1960—Subsec. (a). , added pars. (1)(C), (2)(B), and (3).
Pub. L. 86–778, § 601(d)Subsec. (b)(2). , substituted “assistance furnished under the State plan” for “old-age assistance furnished under the State plan” in cl. (B).
Pub. L. 85–8401958—Subsec. (a). increased payments to the States to four-fifths of the first $30 of the average monthly payment per recipient, including assistance in the form of money payments and in the form of medical or any other type of remedial care, plus Federal percentage of the amount by which the expenditures exceed the maximum which may be counted under cl. (A), but excluding that part of the average monthly payment per recipient in excess of $65, increased average monthly payment to Puerto Rico and the Virgin Islands from $30 to $35, excluded Guam from provisions which authorize an average monthly payment of $65 and included Guam within provisions which authorize an average monthly payment of $35, and permitted the counting of individuals with respect to whom expenditures were made as old-age assistance in the form of medical or any other type of remedial care in determining the total number of recipients.
1956—Subsec. (a). Act , § 301, substituted “during such quarter as old-age assistance in the form of money payments under the State plan” for “during such quarter as old-age assistance under the State plan” in cls. (1) and (2), “who received old-age assistance in the form of money payments for such month” for “who received old-age assistance for such month” in par. (A) of cl. (1), and inserted cl. (4).
Act , § 311(c), struck out “, which shall be used exclusively as old-age assistance,” after “the Virgin Islands, an amount” in cls. (1) and (2), and substituted “including services which are provided by the staff of the State agency (or of the local agency administering the State plan in the political subdivision) to applicants for and recipients of old-age assistance to help them attain self-care” for “which amount shall be used for paying the costs of administering the State plan or for old-age assistance, or both, and for no other purpose” in cl. (3).
Act , § 341, substituted “” for “”, struck out “, which shall be used exclusively as old-age assistance,” after “the Virgin Islands, an amount”, and substituted “$60” for “$55”, in cl. (1), substituted “the product of $30” for “the product of $25” in par. (A) of cl. (1), and “including services which are provided by the staff of the State agency (or of the local agency administering the State plan in the political subdivision) to applicants for and recipients of old-age assistance to help them attain self-care” for “which amount shall be used for paying the costs of administering the State plan or for old-age assistance, or both, and for no other purpose” in cl. (3).
1954—Subsec. (b). Act , § 303(b), substituted “subsection (a)” for “clause (1) of subsection (a)”, wherever appearing, substituted “such subsection” for “such clause” in par. (1), and struck out “increased by five per centum” at end of par. (3).
Subsec. (b)(1). Act , § 303(a), substituted “the State’s proportionate share” for “one-half”.
1952—Subsec. (a). Act , increased Federal share of State’s average monthly payment to four-fifths of the first $25 plus one-half of the remainder within individual maximums of $55, and changed formulas for computing Federal share of public assistance for Puerto Rico and Virgin Islands.
1950—Act , substituted “Administrator” for “Board”, and “he”, “him” or “his” for “it”, or “its” wherever appearing and in subsec. (a) changed basis for computation of Federal portion of old-age assistance.
1948—Subsec. (a). Act , substituted $50 for $45 and $20 for $15.
1946—Subsec. (a). Act , § 501(a), temporarily increased maximum monthly State expenditure for an individual to which Federal Government will contribute from $40 to $45, increased Federal contribution for assistance from one-half the State’s expenditure to two-thirds the State’s expenditure up to $15 monthly per individual plus one-half the State’s expenditure over $15 and changed the Federal contribution for administration from 5 percent of Federal contribution for assistance to one-half the State expenditure for administration. See Effective and Termination Date of 1946 Amendment note below.
Subsec. (b). Act , § 501(b), temporarily changed references to cl. (1) of subsec. (a) to refer to entire subsection, substituted “the State’s proportionate share” for “one-half” in par. (1) and struck out “increased by 5 per centum” at end of par. (3). See Effective and Termination Date of 1986 Amendment note below.
1939—Act , amended section generally, including substitution of $40 for $30 in subsec. (a).
Statutory Notes and Related Subsidiaries
Change of Name
section 509(b) of Pub. L. 96–88section 3508(b) of Title 20“Secretary of Health and Human Services” substituted for “Secretary of Health, Education, and Welfare” in subsec. (b) pursuant to , which is classified to , Education.
Effective Date of 1993 Amendment
Pub. L. 103–66, title XIII, § 13741(c)107 Stat. 663
In general .—
Special rule .—
Effective Date of 1986 Amendment
Pub. L. 99–603section 121(c)(2) of Pub. L. 99–603section 502 of this titleAmendment by effective , see , set out as a note under .
Effective Date of 1981 Amendment
section 2353(a) of Pub. L. 97–35section 2354 of Pub. L. 97–35section 1397 of this titleAmendment by effective, except as otherwise specifically provided, , see , set out as a note under .
Effective Date of 1975 Amendment
Pub. L. 93–647, § 788 Stat. 2351Pub. L. 94–120, § 389 Stat. 609Pub. L. 94–401, § 290 Stat. 1215Pub. L. 95–171, § 1(d)91 Stat. 1353
Effective Date of 1972 Amendment
Pub. L. 92–512, title III, § 301(e)86 Stat. 947
Effective Date of 1968 Amendment
Pub. L. 90–248, title II, § 212(e)81 Stat. 898
Effective Date of 1965 Amendment
section 221 of Pub. L. 89–97section 221(e) of Pub. L. 89–97section 302 of this titleAmendment by applicable in the case of expenditures made after , under a State plan approved under this subchapter, see , set out as a note under .
Pub. L. 89–97, title IV, § 401(f)79 Stat. 415
Effective Date of 1962 Amendment
Pub. L. 87–543, title II, § 202(d)76 Stat. 208
Pub. L. 87–543, title II, § 202(f)76 Stat. 208
Effective Date of 1961 Amendment
Pub. L. 87–64, title III, § 303(e)75 Stat. 143Pub. L. 87–543, title I, § 132(e)76 Stat. 196
Pub. L. 87–31, § 5(c)75 Stat. 77
Effective Date of 1960 Amendment
Pub. L. 86–778section 604 of Pub. L. 86–778section 301 of this titleAmendment by effective , see , set out as a note under .
Effective Date of 1958 Amendment
Pub. L. 85–840, title V, § 51272 Stat. 1052
Effective and Termination Date of 1956 Amendment
Act Aug. 1, 1956, ch. 836, title III, § 34570 Stat. 854
Effective Date of 1956 Amendment
Act Aug. 1, 1956, ch. 836, title III, § 30570 Stat. 848Pub. L. 85–11071 Stat. 308
Effective and Termination Date of 1952 Amendment
Act July 18, 1952, ch. 945, § 8(e)66 Stat. 780act Sept. 1, 1954, ch. 1206, title III, § 30168 Stat. 1097
Effective Date of 1950 Amendment
Act Aug. 28, 1950, ch. 809, title III, § 302(b)64 Stat. 549
Effective Date of 1948 Amendment
Act June 14, 1948, ch. 468, § 3(d)62 Stat. 440
Effective and Termination Date of 1946 Amendment
Act Aug. 10, 1946, ch. 951, title V, § 50460 Stat. 993act Aug. 6, 1947, ch. 510, § 361 Stat. 794
Effective Date of 1939 Amendment
Act Aug. 10, 1939, ch. 666, title I, § 10253 Stat. 1361, , provided that the amendment made by that section is effective .
Nonduplication of Payments to States: Prohibition of Payments After
section 121(b) of Pub. L. 89–97section 1396b of this titleProhibition of payments under this subchapter to States with respect to aid or assistance in form of medical or other type of remedial care for any period for which States received payments under subchapter XIX of this chapter or for any period after , see , set out as a note under .
Executive Documents
Transfer of Functions
section 3501 of this titleFunctions of Federal Security Administrator transferred to Secretary of Health, Education, and Welfare and all agencies of Federal Security Agency transferred to Department of Health, Education, and Welfare by section 5 of Reorg. Plan No. 1 of 1953, set out as a note under . Federal Security Agency and office of Administrator abolished by section 8 of Reorg. Plan No. 1 of 1953.
54 Stat. 1231section 306 of Title 31“Fiscal Service” substituted for “Division of Disbursement” in subsec. (b)(3) on authority of section 1(a)(1) of Reorg. Plan No. III of 1940, eff. , 5 F.R. 2107, , set out in the Appendix to Title 5, Government Organization and Employees, which consolidated such division into Fiscal Service of Treasury Department. See , Money and Finance.